|
4201
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$275M
|
+$15.2M
|
+6%
|
7.9%
|
89.9%
|
80
|
6.25%
|
|
|
4202
|
Affinity Asset Advisors
New York
|
$275M
|
-$121M
|
-30%
|
1.53%
|
1,487%
|
87
|
52.87%
|
|
|
4203
|
Searle & Co
Greenwich,
Connecticut
|
$275M
|
+$30.7M
|
+13%
|
11.8%
|
93.8%
|
162
|
9.88%
|
|
|
4204
|
Cutler Capital Management
Worcester,
Massachusetts
|
$275M
|
+$10M
|
+4%
|
3.56%
|
39.7%
|
118
|
23.73%
|
|
|
4205
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$275M
|
+$79.6M
|
+41%
|
9.99%
|
13.1%
|
228
|
54.82%
|
|
|
4206
|
Harbor Capital Advisors
Chicago,
Illinois
|
$275M
|
–
|
–
|
1.8%
|
119%
|
92
|
–
|
|
|
4207
|
UBP Investment Advisors
Geneva,
Switzerland
|
$275M
|
+$16.8M
|
+7%
|
1.64%
|
11.2%
|
108
|
14.81%
|
|
|
4208
|
Somerset Trust
Somerset,
Pennsylvania
|
$274M
|
+$29.4M
|
+12%
|
12.4%
|
69.7%
|
149
|
10.07%
|
|
|
4209
|
Financial Advisory Partners
Winter Park,
Florida
|
$274M
|
–
|
–
|
8.54%
|
46.7%
|
72
|
–
|
|
|
4210
|
Sozo Ventures GP II
Redwood City,
California
|
$274M
|
–
|
–
|
10.9%
|
8.44%
|
1
|
–
|
|
|
4211
|
Covalis Capital
London,
United Kingdom
|
$274M
|
-$159M
|
-37%
|
1.2%
|
37.9%
|
137
|
49.64%
|
|
|
4212
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$274M
|
–
|
–
|
3.8%
|
41.3%
|
686
|
–
|
|
|
4213
|
Fermata Advisors
Sonoma,
California
|
$273M
|
+$46.7M
|
+21%
|
5.67%
|
49.3%
|
197
|
18.27%
|
|
|
4214
|
Adelphi Capital
London,
United Kingdom
|
$273M
|
-$70M
|
-20%
|
8.87%
|
–
|
2
|
0%
|
|
|
4215
|
Arjuna Capital
Durham,
North Carolina
|
$273M
|
+$27M
|
+11%
|
13.6%
|
105%
|
113
|
17.7%
|
|
|
4216
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$273M
|
+$34.7M
|
+15%
|
5.73%
|
55.9%
|
77
|
12.99%
|
|
|
4217
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$273M
|
–
|
–
|
8.22%
|
40.8%
|
2
|
–
|
|
|
4218
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$273M
|
+$22.5M
|
+9%
|
8.56%
|
–
|
138
|
11.59%
|
|
|
4219
|
WT Wealth Management
Scottsdale,
Arizona
|
$273M
|
+$13.1M
|
+5%
|
5.13%
|
66.6%
|
133
|
15.79%
|
|
|
4220
|
Retirement Capital Strategies
San Jose,
California
|
$272M
|
+$11.7M
|
+4%
|
5.79%
|
59%
|
89
|
35.96%
|
|
|
4221
|
West Oak Capital
Westlake Village,
California
|
$272M
|
+$14.1M
|
+5%
|
8.99%
|
110%
|
418
|
16.75%
|
|
|
4222
|
NWK Group
San Francisco,
California
|
$272M
|
+$19.7M
|
+8%
|
9.29%
|
268%
|
92
|
17.39%
|
|
|
4223
|
|
$272M
|
-$43.4M
|
-14%
|
4%
|
57.1%
|
3
|
0%
|
|
|
4224
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$271M
|
+$78.1M
|
+40%
|
9.24%
|
63.5%
|
229
|
34.5%
|
|
|
4225
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$271M
|
-$8.64M
|
-3%
|
1.24%
|
57.5%
|
28
|
7.14%
|
|